KJWM
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Kiley Juergens Wealth Management’s Altria Group MO Stock Holding History

Kiley Juergens Wealth Management’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$271K Buy
3,773
+9
+0.2% +$628 0.04% 203
2026
Q1 		$248K Buy
+3,764
New +$242K 0.04% 206
2018
Q4 		– Sell
-2,341
Closed -$141K – 417
2018
Q3 		$141K Sell
2,341
-289
-11% -$17.2K 0.11% 127
2018
Q2 		$149K Buy
+2,630
New +$152K 0.13% 101
2018
Q1 		– Sell
-2,283
Closed -$163K – 405
2017
Q4 		$163K Buy
+2,283
New +$153K 0.15% 90

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kiley Juergens Wealth Management's MO Position: Q2 2026 in Review

Kiley Juergens Wealth Management increased its Altria Group (MO) stake by 0.24% in Q2 2026, buying an estimated $628 and bringing the position to 3,773 shares worth $271K. The position accounts for 0.04% of the portfolio, ranked #203.

Kiley Juergens Wealth Management first reported a position in MO in Q4 2017 and has held it in 5 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Kiley Juergens Wealth Management held 3,773 shares of Altria Group worth $271K as of Q2 2026.
  • Kiley Juergens Wealth Management bought 9 Altria Group shares in Q2 2026, an estimated $628.
  • Altria Group made up 0.04% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Kiley Juergens Wealth Management first reported a position in Altria Group in Q4 2017 and has held it in 5 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.